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[@javimedi95](/creator/twitter/javimedi95)
"BORRSHELF: Are we witnessing the birth of an offshore drilling superpower A potential merger that could reshape shallow water and the entire offshore drilling sector. Two jack-up fleets. No press release. No headlines. But something big may be unfolding. 👇 @TEToday @offshoreenergyt @HFI_Research @OilCfd #Offshore #Jackups #BorrDrilling #ShelfDrilling #RigMarket"  
![@javimedi95 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2983838087.png) [@javimedi95](/creator/x/javimedi95) on [X](/post/tweet/1947352886813594112) 2025-07-21 17:48:02 UTC XXX followers, XXX engagements


"And if this happens its only Phase X. Why raise the legal cap to 365M if only 289M will be issued after August Because in 20262027 $BORR could use high-value equity to acquire jack-up assets from #Noble or #Valaris. ⚙ Offshore consolidation has just begun. $BORR $SHLF #Offshore #Jackup #OOTT"  
![@javimedi95 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2983838087.png) [@javimedi95](/creator/x/javimedi95) on [X](/post/tweet/1945167187032805743) 2025-07-15 17:02:51 UTC XXX followers, XXX engagements


"🏭 OPEC confirms Q4 refinery runs will dip due to routine maintenance in Asia and Europe. This happens every year. No need to panic. Crude balances are expected to remain tight. OPEC WOO 2025"  
![@javimedi95 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2983838087.png) [@javimedi95](/creator/x/javimedi95) on [X](/post/tweet/1947322866032066661) 2025-07-21 15:48:45 UTC XXX followers, XX engagements


"BORRSHELF: Are we witnessing the birth of the worlds largest jack-up fleet No press release. No hype. But every detail is hidden in SEC filings. This is just a theory but the facts are real. $BORR $SHLF #Offshore #Jackup #OOTT"  
![@javimedi95 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2983838087.png) [@javimedi95](/creator/x/javimedi95) on [X](/post/tweet/1945167166807928932) 2025-07-15 17:02:46 UTC XXX followers, 3697 engagements


"@MarioNawfal @dlacalle_IA #NVIDIA is one of the biggest bubbles in todays stock market"  
![@javimedi95 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2983838087.png) [@javimedi95](/creator/x/javimedi95) on [X](/post/tweet/1946968253319774249) 2025-07-20 16:19:39 UTC XXX followers, XX engagements


"📊 OPECs World Oil Outlook 2025 tells a different story: Q4 2025 demand: XXXXX million b/d Supply: XXXXX million b/d ➡ Deficit of 500000 b/d And thats assuming OPEC supply forecasts hold and U.S. shale doesnt collapse first"  
![@javimedi95 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2983838087.png) [@javimedi95](/creator/x/javimedi95) on [X](/post/tweet/1947322862290780377) 2025-07-21 15:48:44 UTC XXX followers, XX engagements